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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,714 | $99,875-36.2% | $146,866-56.6% | $86,983-26.8% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.5%-22.9pp |
| Annual return | 13.05% | 28.10%-15.0pp | 102.85%-89.8pp | 25.83%-12.8pp |
| Employer contribution / active EE | $1,667 | $3,224-48.3% | $4,425-62.3% | $2,584-35.5% |
| Participant deferral / active EE | $4,914 | $6,322-22.3% | $7,759-36.7% | $4,194+17.2% |
| Admin fee / account holder | $10,400 | $7,838+32.7% | $13,620-23.6% | $7,856+32.4% |